Sun City West Foundation Event
Sun City West Foundation to Host From Mandatory to Meaningful: Turning RMDs Into a Living Legacy on November 10
SUN CITY WEST, Ariz. — Discover ways to support the causes you care about while planning for your financial future. Sun City West Foundation will host an educational workshop, From Mandatory to Meaningful: Turning RMDs Into a Living Legacy on Tuesday, November 10, 2026, at 10 a.m., featuring David J Dobrusin, CPA, CFP of Dobrusin Financial, LLC.
Designed for residents, the educational workshop will explore how charitable giving can fit into retirement and legacy planning. Attendees will learn about considerations for making meaningful contributions to charitable organizations while keeping their financial goals in mind.
Topics will include required minimum distributions (RMDs), qualified charitable distributions (QCDs) from individual retirement accounts, and related tax considerations. The session will help attendees become familiar with these concepts and identify questions to discuss with their own financial or tax advisers.
Leaving a legacy can begin with thoughtful decisions today. Through this workshop, Sun City West Foundation aims to help residents better understand their giving options and explore ways to make a lasting difference in their community.
The workshop will take place at Sun City West Foundation | 14465 W R H Johnson Boulevard, Sun City West, Arizona 85375.
SUN CITY WEST, Ariz. — Discover ways to support the causes you care about while planning for your financial future. Sun City West Foundation will host an educational workshop, From Mandatory to Meaningful: Turning RMDs Into a Living Legacy on Tuesday, November 10, 2026, at 10 a.m., featuring David J Dobrusin, CPA, CFP of Dobrusin Financial, LLC.
Designed for residents, the educational workshop will explore how charitable giving can fit into retirement and legacy planning. Attendees will learn about considerations for making meaningful contributions to charitable organizations while keeping their financial goals in mind.
Topics will include required minimum distributions (RMDs), qualified charitable distributions (QCDs) from individual retirement accounts, and related tax considerations. The session will help attendees become familiar with these concepts and identify questions to discuss with their own financial or tax advisers.
Leaving a legacy can begin with thoughtful decisions today. Through this workshop, Sun City West Foundation aims to help residents better understand their giving options and explore ways to make a lasting difference in their community.
The workshop will take place at Sun City West Foundation | 14465 W R H Johnson Boulevard, Sun City West, Arizona 85375.
